Filing Flows

Filing Flows › Arko (ARKO) › Takeover & LBO

Is Arko (ARKO) a takeover target?

A leveraged buyout does not work for Arko on its latest figures: its EBITDA margin is only 2.7% ($227M on revenue of $8.3B), too thin to carry buyout debt.

Share price$3.91
Market value$453M
Enterprise value$952M
Cash$192M
Debt$625M
Revenue, 12 months$8.3B
Revenue growth+6%
EBITDA, 12 months$227M

Why a leveraged buyout does not fit

Arko kept 2.7% of its revenue as EBITDA over the last 12 months ($227M on $8.3B). A margin that thin cannot carry the debt a leveraged buyout needs — a small dip in sales would leave nothing for interest — so the model gives no buyout price.

What a takeover could cost

Takeovers on record paid a median premium of 32.5% over the share price before the deal (the middle half 20% to 51.8%), according to the 1,437 merger proxies and tender-offer responses on EDGAR that state a premium. At the median, Arko would cost about $5.18 a share, $600M for all its shares.

Premium%Price a shareAll shares
Low end (a quarter of deals paid less)20%$4.69$544M
Median32.5%$5.18$600M
High end (a quarter paid more)51.8%$5.94$688M

Arko's latest quarter

Arko, Q3 2026: revenue $2.4B (+18% year over year), operating margin 1.5%, net earnings $10.7M, operating cash flow $29.9M. The chart follows the revenue to costs, profit and cash.

Questions

Is Arko being acquired?

No headline, 8-K or 13D about a sale is on file in the last year.

Could private equity buy Arko?

A leveraged buyout does not work for Arko on its latest figures: its EBITDA margin is only 2.7% ($227M on revenue of $8.3B), too thin to carry buyout debt. A margin that thin leaves almost nothing to pay interest with, so buyout debt does not fit.

What would a takeover of Arko cost?

Takeovers on record paid a median premium of 32.5% over the share price before the deal (the middle half 20% to 51.8%), according to the 1,437 merger proxies and tender-offer responses on EDGAR that state a premium. At the median, Arko would cost about $5.18 a share, $600M for all its shares.

Open the interactive view →

Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.